See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,185 | $47,848+199.2% | $81,478+75.7% | $70,131+104.2% |
| Participation rate | 70.4% | 58.3%+12.1pp | 68.0%+2.4pp | 69.5%+0.8pp |
| Annual return | 20.20% | 27.25%-7.0pp | 38.78%-18.6pp | 73.14%-52.9pp |
| Employer contribution / active EE | $4,347 | $1,527+184.6% | $2,568+69.3% | $2,342+85.6% |
| Participant deferral / active EE | $10,771 | $2,453+339.1% | $3,537+204.5% | $3,332+223.3% |
| Admin fee / account holder | $4,177 | $3,145+32.8% | $4,561-8.4% | $4,645-10.1% |